Online Introductory Courses
Build a Solid Financial Foundation + Set Yourself up for Success
COMPREHENSIVE PERSONAL FINANCE PROGRAM
Personal Finance 101: Everything you need to know as you start your career
Set up your personal finance systems to start your financial life and ensure you have the right accounts to optimize your income.
Learn about all the personal finance topics you never learned in school: investing, paying down debt, managing your credit score, building savings, managing cash flow, and more.
Feel confident that you are taking the right actions to set yourself up for financial success.
Build the peace of mind that you are doing the right thing for you and your financial life.
INVESTING WITH CONFIDENCE
Investing 101: Everything you need to know to get started
Learn investing fundamentals, including an introduction to stocks, bonds, asset allocation, diversification, and more.
Get started investing by choosing your investment portfolio and opening your first investment account.
Go beyond the theory to taking action with real-life example walk-throughs of investments.
Understand how to consider ongoing maintenance of your investements, such as rebalancing and tax-loss harvesting
*These programs are not investment advice. If you need more personalized support in implementing your financial journey, you can work with Sarah under a separate financial planning engagement.